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Holcombe Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Holcombe Financial’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Sell
114,138
-1,020
-0.9% -$105K 6.58% 7
2026
Q1 		$11.9M Buy
115,158
+6,320
+6% +$651K 7% 5
2025
Q4 		$11.1M Buy
108,838
+1,600
+1% +$165K 7% 5
2025
Q3 		$11.1M Buy
107,238
+1,147
+1% +$118K 7.74% 6
2025
Q2 		$10.9M Buy
106,091
+1,663
+2% +$171K 8.22% 5
2025
Q1 		$10.8M Buy
104,428
+1,442
+1% +$147K 8.97% 4
2024
Q4 		$10.4M Buy
+102,986
New +$10.4M 8.53% 5

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Holcombe Financial's STIP Position: Q2 2026 in Review

Holcombe Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.89% in Q2 2026, selling an estimated $105K and leaving 114,138 shares worth $11.7M. The position accounts for 6.58% of the portfolio, ranked #7.

Holcombe Financial first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q1 2026. 493 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Holcombe Financial held 114,138 shares of iShares 0-5 Year TIPS Bond ETF worth $11.7M as of Q2 2026.
  • Holcombe Financial sold 1,020 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 0-5 Year TIPS Bond ETF made up 6.58% of Holcombe Financial's portfolio in Q2 2026, its #7 holding.
  • Holcombe Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $11.9M in Q1 2026.
  • 493 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.